How Switch Connect Tailored Opportunity Tracking and Quotation Workflows with Dynamics 365 CRM
At-a-Glance
Switch Connect — a leading business connectivity and technology provider based in Australia.
CHALLENGE:
Ineffectiveness in managing opportunities within Dynamics 365 Sales CRM, standard quote templates failing business requirements, and disorganized task and activity management.
SOLUTION:
Customized the existing Dynamics 365 CRM setup with tailored fields, views, and dashboards; optimized task and activity management with automated reminders and assignment rules; and customized the quotation feature.
RESULTS:
Structured opportunity progression, streamlined quotation workflows matching commercial needs, and organized activity management across the sales team.
The Challenge: Misaligned Quoting & Ineffective Opportunity Tracking
Switch Connect provides business communications, internet, and cloud voice technology to enterprises across Australia. In a competitive market where rapid, accurate pricing and consistent client follow-ups dictate win rates, their existing CRM setup was holding the sales organization back.
The company struggled with ineffectiveness in managing and tracking opportunities within Dynamics 365 Sales CRM. Out-of-the-box quote templates failed to meet the commercial requirements of the business team. Furthermore, sales activities, customer tasks, and follow-ups were disorganized, leaving reps without clear prioritization.
Ineffectiveness in managing and tracking opportunities within the existing Dynamics 365 Sales CRM setup.
Standard quote templates did not meet the commercial and operational requirements of the business team.
Disorganized tasks and sales activities resulting in sporadic customer follow-ups.
Lack of customized views and dashboards tailored to the telecommunications and technology sales workflow.
Why Switch Connect Chose Intelegain
Switch Connect chose Intelegain for their specialized track record in rescuing, refining, and customizing existing Microsoft Dynamics 365 CRM implementations to align perfectly with specific business models.
Implementation: The Intelegain Approach
Intelegain customized Switch Connect’s Dynamics 365 CRM environment to eliminate friction and align directly with their commercial operations.
Phase 1: CRM Architecture Audit & Opportunity Pipeline Redesign
Audited Switch Connect’s existing Dynamics 365 setup. Designed customized fields, pipeline stages, and views to accurately track communications and technology opportunities.
Phase 2: Quotation Feature Customization
Customized the quotation feature and templates to meet the exact commercial requirements of the business team, enabling accurate and rapid quote generation directly within D365.
Phase 3: Task Management Automation & Dashboard Rollout
Optimized task and activity management by configuring automated reminders, system notifications, and dynamic task assignment rules. Built intuitive dashboards giving the sales team real-time oversight.
Measurable Results
Quotation feature customized to exact commercial business needs
Activity management with system reminders and assignment rules
Opportunity tracking with specialized fields, views, and dashboards
Organized sales workflow adoption across the commercial team
By customizing their Dynamics 365 CRM setup with specialized fields, views, dashboards, automated task rules, and a tailored quotation engine, Switch Connect equipped their commercial team to manage opportunities with precision and speed.
Project Details
Switch Connect
Australia
IT Services
Microsoft Dynamics 365 Sales
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